Most investors tilt toward a certain kind of portfolio, such as conservative or aggressive. We won't try to change that. But we want to make it easy for you to broaden your investing style as your needs require - or as the markets dictate. Hence our seamless pyramid. It has six levels that are clear, yet still allow you to easily move a bit upward or downward, as you wish.
1. The next layer in this risk/reward pyramid is The Income Portfolio, which includes money market funds, bonds, bond funds, and very conservative stocks - mostly utilities and REITs. Within this level you may wish to emphasize ALL-INCOME or TOTAL RETURN. To help with that, we will earmark each equity each month, showing you whether it could fit in the all-income or total-return variety of income portfolio.
2. The next level is the Fund Folio. Again, it will allow you three options: to own everything on our list or to specialize in more CONSERVATIVE or GROWTH-TYPE mutual funds.
3. Just a bit above this on the Beta scale (higher risk & reward) is our Growth Portfolio. It will include a blend of mid-to-big capitalization stocks with compelling prices and bright futures... the hottest stocks you would ever want your mother to own.
4. Finally, for your speculative money only, we offer The Fast Track, an exciting but unconnected list of equities, any of which could double your money in less than a year.
NOTE: If and when we feel that markets are nearing a serious drop, The Fast Track will offer a selection of puts and shorts to enable aggressive investors to multiply their money quickly.
